A Stablecoin Craze is Sweeping the Market! What Are the Opportunities?
Trump pulls out big guns! 9 trillion in pension funds may flow into the crypto market, could these concept Stocks explode?
On July 17, Eastern Time,the U.S. House of Representatives passed three pieces of legislation regarding the regulation of stablecoins and other Cryptos by an overwhelming majority.They will be handed over to President Trump for signing into law.
Meanwhile, according to reports,President Trump is preparing to sign an executive order aimed at opening the 9 trillion dollar U.S. pension market (commonly known as 401(k)) to Cryptos, Gold, and private equity investments.Analysis suggests that this executive order will expedite Trump's push to bring Cryptos into the mainstream investment market.
Overall, during the Trump 2.0 era, the Cryptos industry is expected to experience disruptive development. For investors, besides Bitcoin and Ethereum, what other investment opportunities are worth paying attention to? The following will explain one by one.
Stablecoins have become a hot topic in the city! A detailed overview of the global Industry Chain.
Specifically, at present, stablecoins have become a hot topic in the China-US Capital Markets. Besides the constantly evolving U.S. policies, the Stablecoin Regulation in Hong Kong, China, will also take effect on August 1. Futubull has sorted out the China-US stablecoin Industry Chain for mooers to reference:
Specifically, in terms of the US stock market, $Circle (CRCL.US)$ There is no doubt that it is the first stock of stablecoins, with Circle's USDC stablecoin currently holding a 29% market share, second only to Tether's USDT.
Seaport Research Partners predicts that the total market cap of stablecoins will grow from the current $260 billion to $500 billion by the end of 2026, and could reach $2 trillion in the long term. This growth is mainly driven by the adoption of stablecoins in areas like DeFi, cross-border payments, and e-commerce.
Although its current market share still lags behind Tether, USDC possesses unique advantages in compliance, transparency, and collaboration with Financial Institutions, and is viewed as a more regulated digital dollar. Its integration with traditional finance has become its key selling point.
As more companies incorporate stablecoins into their capital management or use them for payments, the use cases for USDC will significantly expand.
Cryptocurrency Exchanges include $Coinbase (COIN.US)$ 、 $Robinhood (HOOD.US)$ Traditional financial industry and payment platforms include $Fiserv (FISV.US)$ 、 $PayPal (PYPL.US)$ 、 $Visa (V.US)$ 、 $JPMorgan (JPM.US)$ 、 $Bank of America (BAC.US)$ 、 $Citigroup (C.US)$ 、 $Wells Fargo & Co (WFC.US)$ , these companies are actively embracing the field of stablecoins;
In addition, CNI Xiangmi Lake Fintech Index companies $SoFi Technologies (SOFI.US)$ plan to restart Bitcoin and Ethereum trading, and will also launch blockchain-based cross-border remittance services; in the future, they will further expand to stablecoin trading, provide lending services backed by cryptocurrencies, expand payment options, and introduce new staking features.
Regarding the Hong Kong stock market,Currently, in the Hong Kong market, currency innovation technologies, $JD.com (JD.US)$ Joint ventures such as JD.com Coin Chain and Standard Chartered Bank have entered the sandbox pilot, with Ant International and Ant Digital confirming their application for a license; Zhongan Bank is the first bank in Hong Kong to announce a stablecoin custody business, boasting four advantages: strategy, ecology, technology, and equity relations. In addition to reserve banking operations, its potential profit models are expected to include distribution and virtual asset trading.
Cryptocurrency Exchanges such as $OSL GROUP (00863.HK)$ are worth paying attention to; additionally, application layers such as $LIANLIAN (02598.HK)$ 、 $YEAHKA (09923.HK)$ 、 $LINKLOGIS-W (09959.HK)$ have recently shown good trends.
In addition, RWA asset side $GCL TECH (03800.HK)$ 、 $VOBILE GROUP (03738.HK)$ 、 $DL HOLDINGS GP (01709.HK)$ And on the Technology side $OKG TECH (01499.HK)$ 、 $BITFIRE GROUP (01611.HK)$ is worth paying attention to for investors.
A battle for crypto wallets has begun! Which companies are worth long-term attention?
As a pioneer of the Stocks strategy, Strategy first incorporated Bitcoin into its balance sheet back in August 2020. This move was seen at the time as a disruptive financial experiment. However, five years later, this once-niche strategy has evolved into a mainstream financial strategy that cross-industry companies are competing to emulate.
This year, from Finance to Technology, from Medical to Entertainment, an increasing number of listed companies are following the Strategy path, incorporating BTC, ETH, SOL, TRX, and other crypto assets into their balance sheets, launching a capital game of revaluation.
Specifically, the companies holding the most Bitcoin (excluding mining stocks) include $Strategy (MSTR.US)$ 、 $Twenty One Capital (XXI.US)$ 、 $Galaxy Digital (GLXY.US)$ 、 $Tesla (TSLA.US)$ 、 $Coinbase (COIN.US)$ 、 $Block (XYZ.US)$ 、 $Next Technology (NXTT.US)$ 、 $Semler Scientific (Delisted) (SMLR.US)$ 、 $GameStop (GME.US)$ 、 $Cango (CANG.US)$ 、 $MicroCloud Hologram (HOLO.US)$ 。
Holding SOL includes $DeFi Development (DFDV.US)$ 、 $Upexi (UPXI.US)$ Holding XRP includes $Wellgistics Health (WGRX.US)$ 、 $VivoPower (VIVO.US)$ Holding Binance Coin includes $Nano Labs (NA.US)$ Holding TRX includes $Tron Inc (TRON.US)$ 。
However, mooers need to be aware that the collective influx of listed companies into the crypto reserve sector is superficially a recognition of crypto assets, but in reality, they have a deep understanding of how Capital Markets operate. Especially in the context of pressure on performance and limitations on Market Cap, adopting popular strategies like "Coin-Stock Linkage" can greatly reshape their own valuation logic.However, the healthy development of this trend will long-term depend on three key factors: the sustainability of the corporate reserve structure, the actual value-adding capability of crypto assets, and the transparency of on-chain behavior.
Bitcoin miners are facing transformation! Embracing AI or turning to Ethereum.
A typical representative of Bitcoin miners is $MARA Holdings (MARA.US)$ 、 $CleanSpark (CLSK.US)$ 、 $Core Scientific (CORZ.US)$ 、 $Riot Platforms (RIOT.US)$ 、 $IREN Ltd (IREN.US)$ 、 $Bitdeer Technologies Group (BTDR.US)$ 、 $Hut 8 (HUT.US)$ 、 $TeraWulf (WULF.US)$ 、 $Cipher Digital (CIFR.US)$ 、 $Keel Infrastructure (KEEL.US)$ 、 $Bit Digital (BTBT.US)$ 、 $HIVE Digital Technologies (HIVE.US)$ And so on.
However, as the days of "mining" become increasingly difficult, major mining companies are seeking transformation. Main Bitcoin miners are replacing some mining equipment with devices used for running and training AI systems; while others are turning to embrace Ethereum.
Overnight, Bit Digital announced its exit from Bitcoin mining, shifting to Ethereum staking and operational funding, raising $0.15 billion to comprehensively layout Ethereum. This strategic transformation reflects the plight of Bitcoin mining due to high energy consumption and profit pressure, while the Ethereum PoS mechanism attracts institutions with low energy consumption, high efficiency, and stable returns, marking a new trend in the crypto industry towards sustainability and capital efficiency.
In addition, like $Bit Digital (BTBT.US)$ Initially focusing on Bitcoin mining, it gradually laid out Ethereum staking infrastructure starting in 2022, as well as GPU cloud computing and asset management services. Recently, it announced that it raised approximately $0.172 billion through a public stock issuance and used these funds along with the sale of 280 Bitcoins to ultimately accumulate 100,603 Ethereum on its balance sheet.
With the rapid development of Technology, the demand for data centers has surged, and traditional facilities are struggling to meet high-density computing needs.Bitcoin miners possess large-scale power infrastructure and professional operational experience, which can meet the enormous energy demands of AI data centers. As a result, many miners have gradually embraced AI.Previous articles"Bitcoin miners spark an AI craze! What other companies have hidden potential?" A detailed analysis of related companies has been conducted, interested mooers can click to check it out.
However, the crypto space sometimes follows the "buy the rumor, sell the news" pattern, and mooers need to be aware of potential risks.
Risk Disclaimer: The above content only represents the author's view. It does not represent any position or investment advice of Futu. Futu makes no representation or warranty.Read more
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